… my financial advisor, Mrs. Jamie Carpenter helped me.

My experience with First Command has been nothing short of incredible. I was far more uneducated about finances than I thought, but my financial advisor, Mrs. Jamie Carpenter helped me. Jamie took multiple sessions to sit down and inform me about creating plans that assist with pursuing personal goals and investing to prepare myself for retirement. There was also a plethora of information that I did not know about the Thrift Savings Plan, in which she did as the First Command motto says, "squared me away".

Finances can be very complicated and stressful for any person or family. Since joining First Command, I have had less worry and more freedom to focus on other things because I feel that my financial plan is sound. I am the type of guy that needs to be told several times how numbers work, but every time I walk out of First Command after a meeting with Jamie, I feel comfortable and more knowledgeable about my future. If I had known about First Command sooner in my career, I would have definitely joined. Last, but not least, the quality of the meetings is very genuine. I felt that the care that was shown towards my future goals was more engaging than in a typical client/advisor financial meeting. This organization is built with a strong team and group of individuals.

– Joshua Newbury

Advisor

Jamie Carpenter

Financial Advisor

This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.

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